The Adviser Reviews Report 2025 is our annual study providing reviews across a range of adviser technology. Based on surveys and interviews with hundreds of advice professionals, it provides an independent view of market share, benchmarking, and the latest emerging trends across platforms, back-office systems, risk tools, cashflow modelling, client portals — and for the first time, AI. Think of it as the Tripadvisor of adviser tech — candid feedback from advisers of all sizes on what works, what doesn’t, and what needs to change.

This year’s report explores how adviser technology is evolving, where satisfaction is rising, and where frustrations remain. It looks at how firms of different sizes are adapting, what’s driving change across the stack, and how new tools like AI are being integrated into everyday processes. We also highlight the barriers that still hold firms back and the opportunities for providers who can help overcome them.

If you’d like to pre-register for a sample of the report when it’s released, please complete the form on the right. For any questions, feel free to contact us at enquiries@nextwealth.co.uk.